XML Financial
AMT icon

XML Financial’s American Tower AMT Stock Holding History

XML Financial’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$488K Sell
2,986
-24
-0.8% -$4.32K 0.04% 288
2026
Q1 		$519K Sell
3,010
-152
-5% -$27.4K 0.04% 257
2025
Q4 		$555K Sell
3,162
-231
-7% -$42K 0.05% 242
2025
Q3 		$653K Buy
3,393
+1,005
+42% +$209K 0.05% 224
2025
Q2 		$528K Buy
2,388
+855
+56% +$185K 0.05% 237
2025
Q1 		$334K Sell
1,533
-355
-19% -$69.6K 0.03% 274
2024
Q4 		$346K Buy
1,888
+52
+3% +$10.8K 0.03% 278
2024
Q3 		$427K Buy
1,836
+184
+11% +$40.8K 0.04% 250
2024
Q2 		$321K Buy
1,652
+214
+15% +$40K 0.03% 267
2024
Q1 		$284K Buy
1,438
+199
+16% +$39.6K 0.03% 284
2023
Q4 		$267K Buy
+1,239
New +$234K 0.03% 277
2023
Q3 		– Sell
-1,053
Closed -$204K – 319
2023
Q2 		$204K Buy
+1,053
New +$206K 0.02% 320

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

XML Financial's AMT Position: Q2 2026 in Review

XML Financial reduced its American Tower (AMT) stake by 0.8% in Q2 2026, selling an estimated $4.32K and leaving 2,986 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #288.

XML Financial first reported a position in AMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $653K in Q3 2025. 1,760 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • XML Financial held 2,986 shares of American Tower worth $488K as of Q2 2026.
  • XML Financial sold 24 American Tower shares in Q2 2026, an estimated $4.32K.
  • American Tower made up 0.04% of XML Financial's portfolio in Q2 2026, its #288 holding.
  • XML Financial first reported a position in American Tower in Q2 2023 and has held it in 12 quarters since.
  • XML Financial's American Tower position peaked at $653K in Q3 2025.
  • 1,760 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.